Private Client Advisor – Wealth Planning & Digital Services

Testing Site - JPMC; Union City (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase in California invites an experienced Private Client Advisor to provide comprehensive financial planning and tailored investment guidance to individuals and families, leveraging Chase Wealth Management resources and our digital tools.

You will build strong relationships, deliver personalized investment solutions, collaborate with bank partners, and uphold the highest standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Series 7 and Series 66 licenses (or must be obtained within 60 days).
• Life, Health and Long-Term Care Insurance licenses (or must be obtained within 60 days).

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to clients.
• Educate clients on digital channels to monitor investments.
• Maintain integrity and act in clients' best interests.
• Collaborate with partners across the bank to deepen client relationships.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase in California invites an experienced Private Client Advisor to provide comprehensive financial planning and tailored investment guidance to individuals and families, leveraging Chase Wealth Management resources and our digital tools.

You will build strong relationships, deliver personalized investment solutions, collaborate with bank partners, and uphold the highest standards of integrity and client service.